Corporate Settings Tab

The fields in this tab are disabled and are populated with the field values from the Corporate Labor Settings subtask of Corporate Labor Settings screen.

Options

Field	Description
Project Name	This field displays the method that is used to build the project name for export to Deltek Time & Expense. The descriptions for projects exported to the UDT02 file reflect the option selected. This field only applies if the Deltek Time & Expense Version is Time & Expense 7.x or greater on the Configure Labor Settings screen. Options are: Project Level: If this option is displayed, the application populates the UDT02 description field with the project’s name.  Top Level/Project Level: If this option is displayed, the application populates the UDT02 description field with the name of the project’s top-level project and the name of the project. Project Long Name: If this option is displayed, the application populates the UDT02 description and CHARGE project-based CB record's Branch Description field with the project's long name.
Export Project Managers (UDT02_SPVSR)	If this check box is selected, project role or project manager data will be included in the UDT02_SPVSR_YYYYMMDDHHMMSS.CSV file. If the following are all true, the Project/Employee/Role combinations established in the Manage Project Roles screen will be included in the UDT02_SPVSR file. Project Role records that meet the following conditions will be selected: The project is set up on the Manage Project Roles screen. The project's Active check box is selected on the Manage Project User Flow screen. The project's Export Project method is Time Collection Project, Expense Project, or Time & Expense Project in the Basic Info tab in the Manage Project User Flow screen. The role code's T&E check box is selected on the Manage Functional Roles screen. The user ID that's linked to the project and role code on the Manage Project Roles screen is linked to an employee in the Manage Users screen. The same employee has a Manage Employee Salary Information screen record that includes the system date. If a project is not set up in the Manage Project Roles screen, but does meet the following criteria, the Project/Project Manager combination will also be included in the UDT02_SPVSR file with a role of "PM": The project's Active check box is selected on the Manage Project User Flow screen. The project's Export Project method is a Time Collection Project, Expense Project, or Time & Expense Project in the Basic Info tab on the Manage Project User Flow screen. A project manager is specified in the Details Tab on the Manage Project User Flow screen. The same project manager has a Manage Employee Salary Information screen record that includes the system date.

MO Build Description

There are two ways to create the description for MO charges.

Note:

If you are a Costpoint GovCon Moderate Cloud user, the MO Build Description will automatically be set to use the Build Part Description and not the Build Part ID.

Field	Description
Use Build Part Description	This option indicates if the application will use Build Part Description for the description of MO charges. If this is selected, then description will be "Build Project ID + “-“ + Build Part Description". This will be truncated to 120 characters.
Use Build Part ID	This option indicates if the application will use the ID of the part being built for the description of MO charges. If this is selected, then description will be "Build Project ID + “-“ + Build Part ID".

Project Mapping

The fields in this group box are apply only if you select the Projects (UDT02) check box in the Base Tables group box. The options selected here will be used to determine the values that will populate the User-Defined Code fields in the UDT02_YYYYMMDDHHMMSS.CSV file. The following options may display in each field:

• None
• Owning Org
• Project Classification
• Customer
• Account Group
• Abbreviation

The values for each of these options are established on the Manage Project User Flow screen. If a value other than None is displayed in any of the User-Defined Code fields, the specified Costpoint value will be included in the UDT02_YYYYMMDDHHMMSS.CSV file.

Field	Description
User-Defined Code 1	This displays the Costpoint field that is mapped to the Deltek Time and Expense UDT02 User-Defined Code 1 field.
User-Defined Code 2	This displays the Costpoint field that is mapped to the Deltek Time and Expense UDT02 User-Defined Code 2 field.
User-Defined Code 3	This displays the Costpoint field that is mapped to the Deltek Time and Expense UDT02 User-Defined Code 3 field.

Account Mapping

The fields in this group box apply only if you select the Account (UDT01) check box in the Base Tables group box. The options selected here will be used to determine the values that will populate the User-Defined Code fields in the UDT01_YYYYMMDDHHMMSS.CSV file. The following options may display in each field:

• None
• Entry Group
• Account Type

  The values for these options are assigned to accounts on the Manage Accounts screen. If a value other than None is displayed in any of the User-Defined Code fields, the specified Costpoint value will be included in the UDT01_YYYYMMDDHHMMSS.CSV file.

Field	Description
User-Defined Code 1	This displays the Costpoint field that is mapped to the Deltek Time and Expense UDT01 User-Defined Code 1 field.
User-Defined Code 2	This displays the Costpoint field that is mapped to the Deltek Time and Expense UDT01 User-Defined Code 2 field.
User-Defined Code 3	This displays the Costpoint field that is mapped to the Deltek Time and Expense UDT01 User-Defined Code 1 field.